Olistico Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Olistico Wealth, LLC

$162 Billion
Q1 2025

A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Olistico Wealth, LLC holds 17,044 shares of DFAS stock, worth $987,870. This represents 0.63% of its overall portfolio holdings.

Number of Shares

17,044

Previous 17,413 2.12%

Holding current value

$987,870

Previous $1.13 Billion 10.13%

% of portfolio

0.63%

Previous 0.66%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$58.81 - $68.2 $21,700 - $25,165	-369 Reduced 2.12%	17,044 $1.02 Billion
Q4 2024 Jan 17, 2025	BUY	$63.58 - $71.15 $63 - $71	1 Added 0.01%	17,413 $1.13 Billion
Q3 2024 Oct 08, 2024	SELL	$59.25 - $65.33 $56,524 - $62,324	-954 Reduced 5.19%	17,412 $1.13 Billion
Q2 2024 Jul 09, 2024	SELL	$57.42 - $62.37 $40,595 - $44,095	-707 Reduced 3.71%	18,366 $1.1 Billion
Q1 2024 Apr 24, 2024	SELL	$56.66 - $62.34 $56 - $62	-1 Reduced 0.01%	19,073 $1.19 Billion
Q4 2023 Feb 12, 2024	SELL	$48.83 - $60.51 $3,222 - $3,993	-66 Reduced 0.34%	19,074 $1.14 Billion
Q3 2023 Oct 18, 2023	BUY	$51.84 - $57.67 $2,177 - $2,422	42 Added 0.22%	19,140 $1 Billion
Q2 2023 Jul 25, 2023	BUY	$49.85 - $54.8 $39,132 - $43,018	785 Added 4.29%	19,098 $1.05 Billion
Q1 2023 May 11, 2023	BUY	$50.35 - $57.8 $2,718 - $3,121	54 Added 0.3%	18,313 $965 Million
Q4 2022 Feb 02, 2023	BUY	$47.77 - $54.73 $872,232 - $999,315	18,259 New	18,259 $934 Million

Others Institutions Holding DFAS

# of Institutions

803

Shares Held

120M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Olistico Wealth, LLC Dimensional ETF Tr U S Small C Transaction History